Civic Intelligence

Herbert W Mehl Trust

990PF • Fiscal year 2023 • EIN 42-6300079

Jan 01, 2023 to Dec 31, 2023 • Filed on May 08, 2024

Organization Profile
PO Box 728Burlington, IA 52601

(319) 753-9130

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

40th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

9th percentile

-87%

Higher net margin than 9% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

61st percentile

$6,238

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 22.9% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

28th percentile

-4.2%

Faster asset growth than 28% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-28%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$546,105

Down $23,819 (-4.2%) from 2022

Net Assets

Down

$546,105

Down $23,819 (-4.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin9th percentile

Revenue

Down

$27,298

Down $10,481 (-28%) from 2022

Expenses

Down

$51,117

Down $9,349 (-15%) from 2022

Net Income

Down

-$23,819

Down $1,132 (-5.0%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $653,287Liabilities 2011: $02011Assets 2012: $638,632Liabilities 2012: $0Net Assets 2012: $638,6322012Assets 2013: $621,767Liabilities 2013: $02013Assets 2014: $727,462Liabilities 2014: $0Net Assets 2014: $727,4622014Assets 2015: $701,777Liabilities 2015: $0Net Assets 2015: $701,7772015Assets 2016: $676,305Liabilities 2016: $0Net Assets 2016: $676,3052016Assets 2017: $652,325Liabilities 2017: $0Net Assets 2017: $652,3252017Assets 2018: $642,906Liabilities 2018: $0Net Assets 2018: $642,9062018Assets 2019: $627,052Liabilities 2019: $0Net Assets 2019: $627,0522019Assets 2020: $608,840Liabilities 2020: $0Net Assets 2020: $608,8382020Assets 2021: $592,611Liabilities 2021: $0Net Assets 2021: $592,6112021Assets 2022: $569,924Liabilities 2022: $0Net Assets 2022: $569,9242022Assets 2023: $546,105Liabilities 2023: $0Net Assets 2023: $546,1052023Assets 2024: $543,827Liabilities 2024: $0Net Assets 2024: $543,8272024

Highlighted filing

2023

Assets$546,105
Liabilities$0
Net Assets$546,105
Open 2023 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $23,914Expenses 2011: $55,485Net Income 2011: -$31,5712011Expenses 2012: $54,3742012Revenue 2013: $38,805Expenses 2013: $55,671Net Income 2013: -$16,8662013Revenue 2014: $159,683Expenses 2014: $53,988Net Income 2014: $105,6952014Revenue 2015: $33,252Expenses 2015: $58,937Net Income 2015: -$25,6852015Revenue 2016: $31,402Expenses 2016: $56,874Net Income 2016: -$25,4722016Revenue 2017: $31,940Expenses 2017: $55,920Net Income 2017: -$23,9802017Revenue 2018: $50,179Expenses 2018: $59,598Net Income 2018: -$9,4192018Revenue 2019: $34,653Expenses 2019: $50,507Net Income 2019: -$15,8542019Revenue 2020: $40,495Expenses 2020: $58,709Net Income 2020: -$18,2142020Revenue 2021: $43,458Expenses 2021: $59,687Net Income 2021: -$16,2292021Revenue 2022: $37,779Expenses 2022: $60,466Net Income 2022: -$22,6872022Revenue 2023: $27,298Expenses 2023: $51,117Net Income 2023: -$23,8192023Revenue 2024: $50,479Expenses 2024: $52,757Net Income 2024: -$2,2782024

Highlighted filing

2023

Revenue$27,298
Expenses$51,117
Net Income-$23,819
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 8, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TWO RIVERS BANK TRUSTTrustee-$6,238-$6,238
Filing and Contact Details

Filer

Filer Name
Herbert W Mehl Trust
EIN
42-6300079
Phone
3197539130
Address
PO BOX 728, BURLINGTON, IA 52601

Signing Officer

Name
Two Rivers Bank Trust
Title
Trustee
Phone
3197539130
Signed
2024-05-08

Preparer

Firm
Menke & Company
Address
320 N 3RD ST STE 300, BURLINGTON, IA 52601-5313
Preparer
Jay W Henrich
Phone
3197532000
Raw XML Appendix335 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 5168
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13731 MUELLER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 57
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 31356
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt55550 PRAIRIE STONE PARKWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DES MOINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST CHARLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2AKRON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PINEY WOODS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5HOFFMAN ESTATES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050313
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd163301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd217501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd339148
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd433607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd560192
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt042580
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt034787
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034787
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013671
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08882
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09082
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08172
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt015580
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt015580
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt047600
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07793
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013671
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08882
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09082
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08172
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt042580
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07793
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt063180
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt055387
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COURT COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt093
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1170
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2101
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt3111
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION SETTLEMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc2BASIS ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc3FEDERAL REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt093
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1170
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2101
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3111
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0850
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INDIRECT OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0850
TaxesSchedule/TaxesDetail/Amt0754
TaxesSchedule/TaxesDetail/Amt1210
TaxesSchedule/TaxesDetail/CategoryTxt0990PF TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0210
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TWO RIVERS BANK TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03197539130
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERBERT W MEHL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HERB
ReturnHeader/Filer/EIN0426300079
ReturnHeader/Filer/PhoneNum03197539130
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 728
ReturnHeader/Filer/USAddress/CityNm0BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052601
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421363298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MENKE & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0320 N 3RD ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0526015313
ReturnHeader/PreparerPersonGrp/PhoneNum03197532000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY W HENRICH
ReturnHeader/ReturnTs02024-05-14T15:17:23-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TWO RIVERS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BANK TRUST TRUSTEE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$546,105
Liabilities
$0
Net assets
$546,105
Revenue
$27,298
Expenses
$51,117
Net income
-$23,819
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.50$0.53$0.02
2023Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.27$0.51$0.24
2022Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.38$0.60$0.23
2021Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.43$0.60$0.16
2020Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.40$0.59$0.18
2019Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.35$0.51$0.16
2018Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.50$0.60$0.09
2017Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.32$0.56$0.24
2016Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$0.31$0.57$0.25
2015Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.33$0.59$0.26
2014Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$1.60$0.54$1.06
2013Summary only. Only limited summary data is available for this year.$6.22$0.00$0.39$0.56$0.17
2012Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$0.54
2011Summary only. Only limited summary data is available for this year.$6.53$0.00$0.24$0.55$0.32